Plan Snapshot
- Plan Sponsor: Pioneer Holding, INC.
- Sponsor EIN: 820347110
- Sponsor Address: 8151 W. RIFLEMAN ST., BOISE, ID, 83704
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $38.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 258 | $38.8M | $892,575 | $1.5M |
| 2023 | 274 | $35.4M | $868,540 | $1.4M |
| 2022 | 298 | $30.5M | $959,085 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Recordkeeper | $26,749 | — | $26,749 |
| EIDE BAILLY, LLP | Auditor | $14,913 | — | $14,913 |
| MORGAN STANLEY | Recordkeeper | $14,630 | — | $14,630 |
| PINNACLE PENSION SERVICES | Recordkeeper | $14,581 | — | $14,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
- EIDE BAILLY, LLP — Auditor
- MORGAN STANLEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,873
- Estimated Expense Ratio: 0.183% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $117,434 | — | $117,434 | — | — |
| 2023 | $105,605 | $66,820 | $21,644 | $13,605 | — |
| 2022 | $88,355 | $46,638 | $20,917 | — | $20,800 |